券商中国·2026-01-29 02:56Core Viewpoint - Alibaba is establishing an AI supercomputer named "Tongyun Ge," integrating its self-developed chips, cloud services, and advanced models to enhance efficiency in training and deploying large models [2][4]. Group 1: AI Chip Development - The "Zhenwu 810E" high-end AI chip has been launched by Alibaba's Pingtouge, marking the emergence of the "Tongyun Ge" AI triangle consisting of Tongyi Lab, Alibaba Cloud, and Pingtouge [2][4]. - The "Zhenwu" PPU features a self-developed parallel computing architecture with 96G HBM2e memory and an inter-chip bandwidth of 700 GB/s, suitable for AI training, inference, and autonomous driving [8]. Group 2: Model Performance - The Qwen3-Max-Thinking model, released by Tongyi Lab, has set multiple global records, with over 1 trillion parameters and 36 trillion tokens of pre-training data, rivaling models like GPT-5.2 and Gemini 3 Pro [10]. - The model has demonstrated superior performance in 19 benchmark tests, showcasing its capabilities in factual knowledge, complex reasoning, and alignment with human preferences [10]. Group 3: Market Impact and Adoption - The "Zhenwu" PPU has been deployed in over 400 clients, including major organizations like State Grid and Xpeng Motors, indicating strong market demand and positive reception [4][8]. - The Qwen3-Max-Thinking model is available for free on QwenChat, with over 200,000 derivative models and 1 billion downloads, establishing it as a leader in the global AI open-source community [11].